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KPCB DGF II Associates 13F Portfolio

Portfolio Manager
Kpcb Dgf Ii Associates, Llc
Performance
+6.74% (2025 Q3)
AUM (13F)
$78.60M
# of Holdings
3
Performance Rank
Allocation (Top 20)
100%
Latest filing
Q3 2025

Kpcb Dgf Ii Associates, Llc Holdings Map

Top 3 Kpcb Dgf Ii Associates, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
CART
Maplebear Inc.
62.69%1.34M$49.3M
0.00%(+0)
2024-Q3: 2.68M shares2024-Q4: 1.34M shares2025-Q1: 1.34M shares2025-Q2: 1.34M shares2025-Q3: 1.34M shares
$33.63(+21.81%)
2025-09-30
BETR
Better Home and Finance Holding Company
25.61%358.5K$20.1M
0.00%(+0)
2024-Q3: 358.5K shares2024-Q4: 358.5K shares2025-Q1: 358.5K shares2025-Q2: 358.5K shares2025-Q3: 358.5K shares
$138.69(-71.25%)
2025-09-30
DASH
Doordash, Inc.
11.7%33.8K$9.2M
0.00%(+0)
2025-Q1: 33.8K shares2025-Q2: 33.8K shares2025-Q3: 33.8K shares
$166.77(+34.37%)
2025-09-30

About Kpcb Dgf Ii Associates, Llc’s portfolio

Kpcb Dgf Ii Associates, Llc reports $78.60M in US-listed equity holdings across 3 positions in its most recent 13F filing. Its largest disclosed positions are CART (62.7%), BETR (25.6%) and DASH (11.7%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned -35.29% on a three-year cumulative basis. Figures reflect the Q3 2025 filing.

Portfolio concentration

Portfolio concentration
CART — 62.7% ($49.27M)BETR — 25.6% ($20.13M)DASH — 11.7% ($9.20M)
100%in top 3
  • CART62.7%
  • BETR25.6%
  • DASH11.7%

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Source filings

Holdings on this page are parsed from Kpcb Dgf Ii Associates, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1611737). View Kpcb Dgf Ii Associates, Llc’s 13F filings on SEC

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